EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s McDonald's MCD Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$335K	Hold	1,241	–	–	0.26%	105
2026 Q1	$386K	Sell	1,241 -500	-29%	-$159K	0.33%	94
2025 Q4	$532K	Hold	1,741	–	–	0.44%	69
2025 Q3	$529K	Hold	1,741	–	–	0.46%	69
2025 Q2	$509K	Hold	1,741	–	–	0.49%	67
2025 Q1	$544K	Hold	1,741	–	–	0.55%	58
2024 Q4	$505K	Hold	1,741	–	–	0.51%	63
2024 Q3	$530K	Hold	1,741	–	–	0.53%	60
2024 Q2	$444K	Sell	1,741 -75	-4%	-$19.9K	0.47%	67
2024 Q1	$512K	Hold	1,816	–	–	0.54%	62
2023 Q4	$538K	Sell	1,816 -88	-5%	-$24K	0.62%	54
2023 Q3	$502K	Sell	1,904 -100	-5%	-$28.5K	0.66%	51
2023 Q2	$598K	Hold	2,004	–	–	0.78%	41
2023 Q1	$560K	Hold	2,004	–	–	0.76%	46
2022 Q4	$528K	Hold	2,004	–	–	0.77%	44
2022 Q3	$462K	Hold	2,004	–	–	0.8%	40
2022 Q2	$495K	Sell	2,004 -104	-5%	-$25.6K	0.76%	40
2022 Q1	$521K	Hold	2,108	–	–	0.68%	49
2021 Q4	$565K	Buy	+2,108	New	+$532K	0.74%	39

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's MCD Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held its McDonald's (MCD) position steady in Q2 2026 at 1,241 shares worth $335K. The position accounts for 0.26% of the portfolio, ranked #105.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $598K in Q2 2023. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 1,241 shares of McDonald's worth $335K as of Q2 2026.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.26% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #105 holding.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV's McDonald's position peaked at $598K in Q2 2023.
3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.